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  1. Bank of Utah Pinnacle
  2. Admin Guides
  3. User Management

User Management

  • How to edit user information (Date of Birth, Phone Number, Reporting Manager)
  • How to check a user's role and account access [admin]
  • How to Export the list of all users in the account
  • How to send a virtual card to a user
  • How to send a physical card to a user
  • Managing Bank of Utah Commercial Card user roles
  • How to add an additional user to the account
  • How to deactivate a user
  • How to make changes to a user's monthly spend limit
  • How to edit a user's department
  • How to edit a user's role
  • How to assign dynamic limits to new and existing users
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